Jane Rosenfeld
Jane Rosenfeld is a registered investment advisor at Aspire Advisors, LLC, based in North White Plains, NY, with 15 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 130 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee for any alternative billing arrangements will not exceed 1.25% of the market value of the managed assets. Certain pre-existing clients are subject to a different fee schedule. Aspire Advisors, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
661 North Broadway, North White Plains, NY, 10603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane works for Aspire Advisors, LLC, assisting with general information. This is a full-time, salaried position.
Employment History
Current Registrations
Aspire Advisors, LLC
Hamilton Cavanaugh & Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.